See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,061 | $74,888+248.6% | $71,209+266.6% | $142,382+83.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.70% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $17,095 | $2,854+498.9% | $2,721+528.3% | $4,299+297.7% |
| Participant deferral / active EE | $10,341 | $4,454+132.1% | $4,175+147.7% | $6,507+58.9% |
| Admin fee / account holder | $6,827 | $5,568+22.6% | $5,349+27.6% | $12,624-45.9% |